Retirement plan

ECONOMETRICA, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: ECONOMETRICA, INC. - ECONOMETRICA, INC. 401K PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: ECONOMETRICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECONOMETRICA, INC. 401K PROFIT SHARING PLAN AND TRUST, ECONOMETRICA, INC.

ECONOMETRICA, INC.EIN 52-2108043Plan #001PY 2016

7475 WICONSON AVE, SUITE 1000 - BETHESDA, MD 20814301-657-9883econometricainc.comLinkedIn51-200 employeesresearch

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$5.6M

+16.3% from 2015

Total participants

135

-2.2% from 2015

Average account balance

$62,082

+4.8% from 2015

Annual return

8.38%

+8.70 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.98M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$81K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

75.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$774K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$73

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$33,241
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY AND ASHBURY LLP Service code 10 415 FALLOWFIELD RD · CAMP HILL, PA 17011	Accounting	$11,700
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON Service code 26 · EIN 26-2409128	Advisory (Participants)	$4,140
UNITED RETIREMENT INC2+ years Filed as: UNITED RETIREMENT, INC. Service code 13 · EIN 25-1759623 545 METRO PLACE S. · DUBLIN, OH 43017	Contract Administrator	$1,758
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 51 ATTN INSURANCE ANNUITY OPS · LONG ISLAND, NY 11120	Investment Mgmt Fees	$0

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MCKONLY & ASBURY CERTIFIED PUBLIC
Auditor EIN: 231909723
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,082

$75,183-17.4%

$123,894-49.9%

$55,167+12.5%

Participation rate

56.9%

72.8%-16.0pp

81.4%-24.5pp

69.0%-12.1pp

Annual return

8.38%

19.01%-10.6pp

47.52%-39.1pp

169.23%-160.9pp

Employer contribution / active EE

$2,823-100.0%

$4,617-100.0%

$1,963-100.0%

Participant deferral / active EE

$5,984

$5,084+17.7%

$5,9840%

$3,054+95.9%

Admin fee / account holder

$663-100.0%

$8,357-100.0%

$504-100.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 13 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$33,241

MCKONLY & ASBURY LLP1 year

Filed as: MCKONLY AND ASHBURY LLP

Service code 10

415 FALLOWFIELD RD · CAMP HILL, PA 17011

Accounting

$11,700

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON

Service code 26 · EIN 26-2409128

Advisory (Participants)

$4,140

UNITED RETIREMENT INC2+ years

Filed as: UNITED RETIREMENT, INC.

Service code 13 · EIN 25-1759623

545 METRO PLACE S. · DUBLIN, OH 43017

Contract Administrator

$1,758

CITIGROUP GLOBAL MARKETS INC2+ years

Filed as: CITIGROUP GLOBAL MARKETS, INC.

Service code 51

ATTN INSURANCE ANNUITY OPS · LONG ISLAND, NY 11120

Investment Mgmt Fees

ECONOMETRICA, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ECONOMETRICA, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion